Justwealth Group Savings Plans

A Digital Plan That Offers:

Low-Costs

 Free to the Employer

 Discounted, low-cost management fee of only 0.40% to the employee

Easy Administration

 Simple and convenient online processes

Optional Administration by SEB Administrative Services

Sophisticated Investment Management

 Investments managed to a Fiduciary Standard

Automated investment selection & daily monitoring

Employer Benefits

 Partner with Justwealth – a regulated Portfolio Manager with a fiduciary duty to act in your Employees’ best interests

 Flexible offerings: RRSPs, TFSAs, or both? Voluntary or Mandatory contribution? Matching employer contributions?

 Easy set up: Completely online processes

 Centralized digital hub personalized to your company

 Easy contributions: Optional administration offered by SEB Administrative Services offers direct draw from payroll providers into employee accounts

Getting Started?

Starting from scratch?

Set up is easy – reach out to a Justwealth representative today

Switching Plans?

Justwealth offers easy online transfer of existing accounts

Have an existing Plan?

It costs nothing to add Justwealth to complement your existing plan

Working with a Group Benefits Advisor?

Justwealth has an Advisor Partnership Program to accommodate them

Employee Benefits

Studies show that a strong group savings plan as part of an overall group benefits scheme can improve Employees’ workplace satisfaction!

The impact of fees on your investment portfolio

How important are fees? Justwealth’s award-recognized, low-cost investments can help plan members’ savings grow faster to reach retirement goals!

Illustrative Impact of Fee Savings on a $30,000 Group RRSP investment with Justwealth

Both calculations assume $30,000 investment in a non-taxable account with a gross return of 6% with annual contributions of $5,000. Savings reflect rounding. Justwealth Total Fee includes discounted management fee of 0.40%, and average ETF management fee of 0.20% for Total Fee of 0.60%. If plan sponsor is working with a benefits Advisor, an Advisor  Referral Fee of up to 1.00% may apply in which case illustrated cost-savings would be lower. Traditional group plan fund fee is illustrative based on industry data points.

Helpful Resources

Justwealth – a recognized industry leader

Portfolio/Discretionary Manager of The Year
Nomination – James Gauthier
Wealth Professional Awards 2020

Leading Portfolio Managers
James Gauthier
Wealth Professional Canada 2019

FinTech Company of the Year
Nomination – Justwealth
Canadian FinTech and AI Awards 2019

Entrepreneur/Innovation Leader of the Year
Nomination – Andrew Kirkland
Canadian FinTech and AI Awards 2019

Top 50 Canadian FinTech Company
Digital Finance Institute 2019

Portfolio/Discretionary Manager of The Year
Nomination – James Gauthier
Wealth Professional Awards 2019

Top 50 Women in FinTech
Isobel Russell
Digital Finance Institute 2019

Young Gun of the Year Award
Nomination – Andrew Kirkland
Wealth Professional Awards 2018

FinTech Startup of the Year Award
Nomination – Justwealth
Canadian FinTech & AI Awards 2018

Have a question? Call us at 1.866.407.JUST or email us at info@justwealth.com